The Principal Gives Financial Professionals the Edge With Morningstar's Advisor Workstation
Sept. 18, 2006 (Des Moines, Iowa) — Credibility and efficiency are everything to financial professionals who want to provide top tier service to their clients and build their book of business. Now, the Principal Financial Group®, a retirement innovator and 401(k) leader, gives financial professionals an edge with access to a new, innovative online tool from Morningstar. Advisor Workstation is a premium web-based platform that allows users to access and prepare comprehensive portfolio analysis right at their desk top. The broker-dealer arm of The Principal® is providing access to an exclusive version of the Advisor Workstation platform built exclusively for its registered representatives.
"As a leading edge broker-dealer, our number one goal is to help our registered representatives be more competitive in the marketplace," said Julie Leclere, director, broker dealer marketing, The Principal. "Advisor Workstation is a powerful portfolio management tool with extensive research and diagnostic capabilities. It not only saves time but boosts credibility because it is backed by Morningstar, one of the most respected names in the investment business."
Advisor Workstation allows financial professionals to:
- Conduct the industry's most in-depth, fundamental research on mutual funds, closed-end funds, variable annuity life policies and subaccounts, exchange traded funds, stocks, 529 plans and separate accounts
- Diagnose, adjust and build stronger portfolios
- Monitor investments and portfolios with alert updates
- Create customized, professional reports and hypothetical illustrations
About the Principal Financial Group
The Principal Financial Group® (The Principal®)1 is a leader in offering businesses, individuals and institutional clients a wide range of financial products and services, including retirement and investment services, life and health insurance and banking through its diverse family of financial services companies and national network of financial professionals. A member of the Fortune 500, the Principal Financial Group has $206 billion in assets under management2 and serves some 16.3 million customers worldwide from offices in Asia, Australia, Europe, Latin America and the United States. Principal Financial Group, Inc. is traded on the New York Stock Exchange under the ticker symbol PFG. For more information, visit www.principal.com.
1) "The Principal Financial Group" and "The Principal" are registered service marks of Principal Financial Services, Inc., a member of the Principal Financial Group.
2) As of June 30, 2006.
